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Invesco Actively Managd Etf optimum yield shares owned by Smith Partners Wealth Management

Quarter-by-quarter ownership of Invesco Actively Managd Etf optimum yield (PDBC) shares owned by Smith Partners Wealth Management from 13F filings

Historical chart of Smith Partners Wealth Management investment in Invesco Actively Managd Etf optimum yield

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managd Etf optimum yield held by Smith Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managd Etf optimum yield by Smith Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $195k 15k 13.25

More positions owned by Smith Partners Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Smith Partners Wealth Management

Top funds holding Invesco Actively Managd Etf optimum yield

Wells Fargo & Company
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Manufacturers Life Insurance Company
FMR
SigFig Wealth Management
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Briaud Financial Planning
HighTower Advisors
GM Advisory
SCS Capital Management
Park Avenue Securities
CWM

View all funds holding Invesco Actively Managd Etf optimum yield